Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
KFO
6301
Kopp Family Office
Minnesota
$145M -$13.2M -8% 29
CWA
6302
Cascade Wealth Advisors
Washington
$145M -$3.16M -2% 50
AIM
6303
Archer Investment Management
Texas
$145M -$17.9M -11% 65
WAG
6304
Wallace Advisory Group
California
$144M -$195K -0.1% 201
LKBC
6305
L.K. Benson & Company
Maryland
$144M +$2.52M +2% 100
KWA
6306
Kellett Wealth Advisors
Ohio
$144M -$1.13M -0.8% 78
CFSG
6307
Clark Financial Services Group
Missouri
$144M +$13.6M +10% 103
MIM
6308
Meixler Investment Management
Arizona
$144M +$9.44M +7% 111
MGWA
6309
Monument Group Wealth Advisors
Massachusetts
$144M +$3.01M +2% 54
SSG
6310
Summit Securities Group
New York
$144M -$124M -46% 1,004
MAM
6311
MWA Asset Management
Massachusetts
$144M -$6.18M -4% 129
GGA
6312
Granite Group Advisors
Connecticut
$144M -$12.8M -8% 84
MHFA
6313
Mission Hills Financial Advisory
California
$144M +$15.2M +12% 38
LAS
6314
LWM Advisory Services
Florida
$144M +$167K +0.1% 101
LAM
6315
Lummis Asset Management
Texas
$144M +$65.1M +82% 174
CWI
6316
Conscious Wealth Investments
Florida
$144M -$3.51M -2% 60
SRA
6317
Summit Rock Advisors
New York
$144M -$151M -51% 6
SAM
6318
Strive Asset Management
Ohio
$144M +$10.5M +8% 125
CCA
6319
Cypress Capital Advisors
Tennessee
$144M +$16.1M +13% 76
CIA
6320
Christian Investment Advisors
Texas
$144M +$5.57M +4% 12
DEM
6321
Disciplined Equity Management
Florida
$144M -$10.5M -7% 61
TFG
6322
Taylor Financial Group
Virginia
$144M -$599K -0.4% 103
CWM
6323
Comprehensive Wealth Management
Washington
$144M +$10M +7% 35
FD
6324
Financial Designs
California
$144M -$8.21M -5% 22
PRRFG
6325
Paul R. Ried Financial Group
Washington
$144M +$990K +0.7% 31